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Hosted by  Northeast Florida FPA

Planning for College After COVID


Planning for College After COVID: What Financial Planners Need To Know Now: Mari Adam, CFP®, MBA, CRPC The COVID pandemic, and policy responses meant to relieve the financial distress caused by the pandemic, have disrupted many traditional aspects of higher education, ranging from how students apply to and attend college, how they qualify for financial aid, how they pay for college using plans like the Florida 529 Prepaid and Savings Plans, to how they borrow and manage payments under various student loan programs. That disruption is likely to continue as the new Administration considers tax, estate planning, and educational changes that could affect how financial planners advise clients to plan and pay for higher education, for many families one of the biggest financial expenditures they'll ever make. Learn what's new in the realm of college planning and strategies to help your clients adapt to the new reality of planning for college after COVID.

Accepted for 1.5 hours of continuing education by CFP Board.

Thursday, May 27, 2021
9:00 AM - 10:15 AM

Location

Zoom Virtual Event
   
 




Speaker Profiles

 


Mari B. Adam, MBA, CFP®, CRPC
Mari Talks Money LLC




Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®
May 27, 2021 Planning for College After COVID Mari B. Adam, MBA, CFP®, CRPC Obtain an understanding of financial affordability concerns of families approaching the college search and application process. This will be accomplished by exploring the complexities of college costs and anticipated long-term educational considerations based on student's aspirations and the shifting financial aid landscape and its impact on educational options. Learn how financial planning combined with educational advising can ensure the client a realistic perspective on educational costs and what matters in the college search process that should lead to the student's financial independence and on-time retirement for the parents. 9:00 A 1.50




Event ID  295